Recently Released!!!Date Published: April 2, 2019Summary PowerPoint Deck: 126 SlidesReference PowerPoint Deck: 390 SlidesThe purpose of this research is to provide readers with a broad strategic overview of the wealth & investment management business. The below reference PowerPoint document is the presentation made by Tiburon's managing partner at the most recent Tiburon CEO Summit. The purpose of this presentation was to to offer a unique method of summarizing a broad set of industry views, to set a discussion agenda for Tiburon CEO Summit XXXVI, and to introduce over 50 speakers. Along with the more comprehensive Tiburon research document The Future of Wealth Management, this presentation offers a broad overview of the wealth management business.

Tiburon Members and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.